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MyPlanIQ 401k Investor Apache Corporation 401(k) Savings Plan

Apache Corporation 401(k) Savings Plan Investment Model Portfolios

This Plan is unrated.
More retirement plan match, contribution, and login info
APACHE CORPORATION 401(K) SAVINGS PLAN
Investment Options
Total Available Funds: 30
Asset Class Ticker Description Rating
Others
Target Date 2016-2020 FFFDX Fidelity Investments Fidelity Freedom 2020 Fund
Target Date 2016-2020 FFFDX Fidelity Investments Fidelity Freedom 2000 Fund
Target Date 2011-2015 FFVFX Fidelity Investments Fidelity Freedom 2015 Fund
INTERNATIONAL EQUITY
FOREIGN SMALL/MID GROWTH MWNIX MFS Fund Distributors Inc. MFS International New Discovery Fund
Foreign Large Value MIQBX Morgan Stanley Morgan Stanley Institutional Fund Inc. — Intermediate Equity Portfolio
US EQUITY
LARGE GROWTH FBGRX Fidelity Investments Fidelity Blue Chip Growth Fund
Small Growth RVPIX The Royce Funds Royce Value Plus Series Fund
LARGE BLEND NYVTX Davis Funds Davis New York Venture Fund
FIXED INCOME
Intermediate-Term Bond FTHRX Fidelity Investments Fidelity Intermediate Bond Fund
Intermediate-Term Bond WATFX Western Asset Funds Inc. Western Asset Core Portfolio Institutional Fund
Total Available Funds: 30
Asset Class Ticker Description Rating
Others
Target Date 2016-2020 FFFDX Fidelity Investments Fidelity Freedom 2020 Fund
Target Date 2016-2020 FFFDX Fidelity Investments Fidelity Freedom 2000 Fund
Target Date 2011-2015 FFVFX Fidelity Investments Fidelity Freedom 2015 Fund
Retirement Income FFFAX Fidelity Investments Fidelity Freedom Income Fund
Target Date 2026-2030 FFFEX Fidelity Investments Fidelity Freedom 2030 Fund
Target Date 2036-2040 FFFFX Fidelity Investments Fidelity Freedom 2040 Fund
Target Date 2021-2025 FFTWX Fidelity Investments Fidelity Freedom 2025 Fund
Target Date 2031-2035 FFTHX Fidelity Investments Fidelity Freedom 2035 Fund
Target Date 2050+ FFFHX Fidelity Investments Fidelity Freedom 2050 Fund
Target Date 2000-2010 FFFCX Fidelity Investments Fidelity Freedom 2010 Fund
Target Date 2041-2045 FFFGX Fidelity Investments Fidelity Freedom 2045 Fund
Target Date 2000-2010 FFFVX Fidelity Investments Fidelity Freedom 2005 Fund
Moderate Allocation FPURX Fidelity Investments Fidelity Puritan Fund
ROOT CASH Money market substitute
ROOT CASH Fidelity Investments Fidelity Retirement Money Market Portfolio
ROOT CASH Fidelity Investments Fidelity Cash Reserves Fund
INTERNATIONAL EQUITY
FOREIGN SMALL/MID GROWTH MWNIX MFS Fund Distributors Inc. MFS International New Discovery Fund
Foreign Large Value MIQBX Morgan Stanley Morgan Stanley Institutional Fund Inc. — Intermediate Equity Portfolio
US EQUITY
LARGE GROWTH FBGRX Fidelity Investments Fidelity Blue Chip Growth Fund
Small Growth RVPIX The Royce Funds Royce Value Plus Series Fund
LARGE BLEND NYVTX Davis Funds Davis New York Venture Fund
LARGE GROWTH FDGRX Fidelity Investments Fidelity Growth Company Fund
SMALL BLEND ASCIX American Beacon American Beacon Small Cap Value Fund
LARGE BLEND FUSEX Fidelity Investments Spartan U. S. Equity Index Fund
LARGE VALUE ACSDX Van Kampen Funds Inc. Van Kampen Comstock Fund
LARGE GROWTH FMAGX Fidelity Investments Fidelity Magellan Fund
MID-CAP BLEND CAAPX Ariel Mutual Funds Ariel Appreciation Fund
MID-CAP BLEND FLPSX Fidelity Investments Fidelity Low-Priced Stock Fund
FIXED INCOME
Intermediate-Term Bond FTHRX Fidelity Investments Fidelity Intermediate Bond Fund
Intermediate-Term Bond WATFX Western Asset Funds Inc. Western Asset Core Portfolio Institutional Fund
Total Available Funds: 30
  • R*: Redemption (Minimum months to hold).
  • RT: Round Trip (number of times allowed to buy/sell in trailing 12 months).
  • WP: Waiting Period (minimum months to wait before buy again).
  • M*:Mark (p: proxy, n: not used).
Asset Class Ticker Description Rating R* RT WP Expense Yield
Others
Target Date 2016-2020 FFFDX Fidelity Investments Fidelity Freedom 2020 Fund 98% 3 60 0 0.58% 8.24%
Target Date 2016-2020 FFFDX Fidelity Investments Fidelity Freedom 2000 Fund 98% 3 60 0 0.58% 8.24%
Target Date 2011-2015 FFVFX Fidelity Investments Fidelity Freedom 2015 Fund 98% 3 60 0 0.54% 6.93%
Retirement Income FFFAX Fidelity Investments Fidelity Freedom Income Fund 98% 3 60 0 0.42% 3.21%
Target Date 2026-2030 FFFEX Fidelity Investments Fidelity Freedom 2030 Fund 95% 3 60 0 0.66% 6.91%
Target Date 2036-2040 FFFFX Fidelity Investments Fidelity Freedom 2040 Fund 95% 3 60 0 0.64% 7.66%
Target Date 2021-2025 FFTWX Fidelity Investments Fidelity Freedom 2025 Fund 95% 3 60 0 0.34% 7.58%
Target Date 2031-2035 FFTHX Fidelity Investments Fidelity Freedom 2035 Fund 95% 3 60 0 0.7% 6.84%
Target Date 2050+ FFFHX Fidelity Investments Fidelity Freedom 2050 Fund 94% 3 60 0 0.75% 6.58%
Target Date 2000-2010 FFFCX Fidelity Investments Fidelity Freedom 2010 Fund 92% 3 60 0 0.49% 5.01%
Target Date 2041-2045 FFFGX Fidelity Investments Fidelity Freedom 2045 Fund 91% 3 60 0 0.75% 7.18%
Target Date 2000-2010 FFFVX Fidelity Investments Fidelity Freedom 2005 Fund 87% 3 60 0 0.42% 3.49%
Moderate Allocation FPURX Fidelity Investments Fidelity Puritan Fund 81% 3 60 0 0.5% 7.21%
ROOT CASH Money market substitute 0% 1 60 0 NA 2.53%
ROOT CASH Fidelity Investments Fidelity Retirement Money Market Portfolio 0% 1 60 0 NA 2.53%
ROOT CASH Fidelity Investments Fidelity Cash Reserves Fund 0% 1 60 0 NA 2.53%
INTERNATIONAL EQUITY
FOREIGN SMALL/MID GROWTH MWNIX MFS Fund Distributors Inc. MFS International New Discovery Fund 90% 3 60 0 2.03% 3.28%
Foreign Large Value MIQBX Morgan Stanley Morgan Stanley Institutional Fund Inc. — Intermediate Equity Portfolio 44% 3 60 0 1.8% 46.5%
US EQUITY
LARGE GROWTH FBGRX Fidelity Investments Fidelity Blue Chip Growth Fund 99% 3 60 0 0.69% 2.31%
Small Growth RVPIX The Royce Funds Royce Value Plus Series Fund 98% 3 60 0 1.24% 17.01%
LARGE BLEND NYVTX Davis Funds Davis New York Venture Fund 92% 3 60 0 1.75% 12.3%
LARGE GROWTH FDGRX Fidelity Investments Fidelity Growth Company Fund 90% 3 60 0 0.79% 6.05%
SMALL BLEND ASCIX American Beacon American Beacon Small Cap Value Fund 83% 3 60 0 0.26% 8.43%
LARGE BLEND FUSEX Fidelity Investments Spartan U. S. Equity Index Fund 79% 3 60 0 0.09% 1.32%
LARGE VALUE ACSDX Van Kampen Funds Inc. Van Kampen Comstock Fund 76% 3 60 0 1.55% 9.04%
LARGE GROWTH FMAGX Fidelity Investments Fidelity Magellan Fund 75% 3 60 0 0.52% 6.8%
MID-CAP BLEND CAAPX Ariel Mutual Funds Ariel Appreciation Fund 47% 3 60 0 1.1% 13.73%
MID-CAP BLEND FLPSX Fidelity Investments Fidelity Low-Priced Stock Fund 1% 3 60 0 0.92% 13.05%
FIXED INCOME
Intermediate-Term Bond FTHRX Fidelity Investments Fidelity Intermediate Bond Fund 78% 3 60 0 0.45% 3.7%
Intermediate-Term Bond WATFX Western Asset Funds Inc. Western Asset Core Portfolio Institutional Fund 77% 3 60 0 0.42% 4.28%
Average Expense Ratio: 0.78%
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Model Portfolios
Strategic Asset Allocation - Optimal: Click here to see this strategy description
Optimal Weight & Regular Rebalance YTD**
Return		 1Yr
AR*		 3Yr
AR*		 5Yr
AR*		 10Yr
AR*		 15Yr
AR*
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Tactical Asset Allocation: Click here to see this strategy description
Dynamic Asset Switching YTD**
Return		 1Yr
AR*		 3Yr
AR*		 5Yr
AR*		 10Yr
AR*		 15Yr
AR*
Click for Portfolio Details or Follow 2.2% 12.1% 5.3% 6.1% 6.0% 7.5%

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Asset Allocation Composite: Click here to see this strategy description
Strategic Asset Allocation with Dynamic Risk Adjustment YTD**
Return		 1Yr
AR*		 3Yr
AR*		 5Yr
AR*		 10Yr
AR*		 15Yr
AR*
Click to Create Model Portfolio

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*     AR: Annualized Return
**   YTD: Year to Date (not annualized)
*** The above portfolios are of moderate risk, which means that more than 40% of assets are in fixed income funds.


Description(Ticker:APA-PD)
The plan consists of 31 funds. It covers 3 major asset classes and 20 minor asset classes. The major asset classes it covers are US Equity, Fixed Income and Foreign Equity.
null (Ticker:APA-PD) has the "Apache Corporation 401(k) Savings Plan".


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